Carolinas Wealth Consulting’s BILL Holdings BILL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,000
| Closed | -$68.7K | – | 1047 |
|
2024
Q1 | $68.7K | Buy |
+1,000
| New | +$68.7K | 0.01% | 330 |
|
2023
Q1 | – | Sell |
-700
| Closed | -$76.3K | – | 1071 |
|
2022
Q4 | $76.3K | Hold |
700
| – | – | 0.02% | 298 |
|
2022
Q3 | $93K | Buy |
700
+200
| +40% | +$26.6K | 0.02% | 253 |
|
2022
Q2 | $55K | Buy |
500
+100
| +25% | +$11K | 0.01% | 311 |
|
2022
Q1 | $91K | Buy |
+400
| New | +$91K | 0.02% | 263 |
|